About My Practice
At Comprehensive Wealth Management Group, LLC,. the corporate goals are simple: Develop a Financial Plan that will focus on you and your needs. The firm was founded on the concept that the ability to achieve financial goal is not restricted to a particular age group or socio-economic class. We believe that regardless of your current financial stature, many attributes of your financial life can be improved through well thought out planning. Whether you are just starting out and wish to accumulate wealth, or you have many assets that need to grow and be protected, we can help. Through offering a wide array of financial products ranging from stock, bonds, mutual funds, annuities and insurance, we have the tools necessary to make your financial journey a success.
Upon receiving my Bachelor of Arts of Arts Degree in Economics from the State University of NY at Binghamton, I commenced my rewarding and challenging career in the Financial Services Industry. My career path has helped me to build a base of education, Knowledge and experience that will enable me to guide clients through the complex financial world and empower them to achieve their financial goals.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 55, 63, 65
Life insurance: NY, NJ, Health/disability insurance: NY, NJ, Fixed annuities: NY, NJ, Variable annuities: NY, NJ
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - CLU
Royal Alliance Associates, Inc.
Securities and Investment Advisory Services offered through Royal Alliance Associates, Inc., Member FINRA/SIPC. Financial Planning Offered through Comprehensive Wealth management Group, LLC. A Registered Investment Advisor and Separate Entity from Royal Alliance Associates, Inc.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.